About Us

Our firm partners with individuals and families to approach their wealth and resources with thoughtfulness and intention, implementing appropriate safeguards, and deliberate strategies to maximize the impact that they can have for themselves, their families, and their communities. 

We do this by aligning client resources with their priorities and values, mapping out tax-favored and market strategic approaches to a continually evolving plan that serves the needs of each individual client. 

Rivers Edge Team

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We’re ready to get invested - in you. Let’s create a plan that is perfectly suited to your personal goals. It all starts with a meeting to learn more about what means the most to you.